Use Luma's superior technology to elevate your financial services
Luma’s financial technology platform helps financial advisors learn, buy, create, and track structured products and annuities. All in one place. Customized to meet your needs.
The Award-Winning Luma Platform
Discover the superior technology that has earned Luma global recognition, making it the trusted platform for financial professionals to more easily manage and transact structured products and annuities.
Expand your product offerings and be more efficient with Luma’s financial platform.
Access the widest selection of market-linked investments
Customizable order entry system, built for efficiency, speed, and compliance
Monitor, approve, and place orders in minutes, not days
Easily find structured products and annuities that meet your clients’ financial objectivesLEARN MORE
Track all trades and policies from one screen, accessible anywhere at anytime
Automated notifications so you never miss a product lifecycle event or opportunity
Quickly download term sheets and performance reportsLEARN MORE
Fast-track your ability to expand your structured product and annuity offerings
Get a personalized walk-through
We’ll discuss your goals and how the system can solve your challenges
Customize Luma for your firm
Modify the system to integrate into your workflows, risk tolerance, and compliance requirements
Expand your book of business
Efficient order-entry, customize product solutions, and track post-sale performance in one place
While annuities aren’t new to the US market, making sure each client is matched with the best product to meet their unique goals requires a lot of research. With Luma Compare, We’re able to instantly compare projected growth and income on three products at once. This saves a lot of time and give us more opportunities to elevate the services we provide to our clients.
Luma’s innovative platform provides an invaluable solution that lets me quickly create, assess, and manage custom deals for my clients’ portfolio solutions.
As my clients’ trusted advisor, it’s my responsibility to make sure I’m not only doing what’s in their best interest, but exploring product solutions to drive the optimal outcomes that my clients have come to expect. Luma makes it easy to manage my alt business by creating and submitting custom deals directly to the issuers I want to do business with.